Angelina Aijun Lu, MSA, CPA
Director
吕皑隽,美国马麻萨诸塞州注册会计师,会计硕士学位
审计总监
吕皑隽,麻州注册会计师,2014年毕业于复旦大学国际关系与公共事务学院国际政治专业,2016年从萨福克大学获取了会计硕士学位,目前为AAFCPA企业审计部的带头人以及审计总监。带着积极的态度,助人的想法,以及奉献的精神,吕皑隽带领着AAFCPA企业审计部的风险控制专业人士致力于为企业分忧解难,并与AAFCPA的税务,财富管理,和IT技术咨询团队一起协助客户解决潜在的税务,投资,业务流程和系统更变等方方面面的问题。吕皑隽有多年为国际或美国当地私人及家族企业提供专业服务的经验。服务行业包括工业产品,运输与物流,生物技术,医疗,人工智慧科技创新等等。她是公司2021年杰出客户服务奖的获奖员工。
吕皑隽参与了公司的多个研究委员会,包括AAFCPA审计&鉴证委员会,租赁会计研究会,预期风险与预期研究会等等。她能够为客户分析复杂的会计问题,解读会计准则,评估新发布的会计准则对企业的影响。此外,吕皑隽对于收入确认,企业合并,合并财务报表,财务报表换算,国际母/子公司关联帐等等会计问题都有丰富的经验。吕皑隽还熟悉国际会计准则,拥有美国注册会计师协会颁布的国际会计准则证书。
吕皑隽热衷为公司里年轻员工提供职业建议;她言传身教,带着他们理解学习公司的核心价值观。自2023年以来,吕皑隽担任着复旦大学校友会理事,复旦大学波士顿校友会会长的职务,也是波士顿地区复旦同济联合龙舟队的积极分子。吕皑隽还是一名空中舞蹈爱好者。出于对空中吊环,空中绳的爱好,从2023年至今她无偿担任着美国最顶尖的马戏学校“新英格兰马戏艺术中心”的财务董事。
Angie is a leader in AAFCPA’s Commercial Audit Practice. She provides assurance and consulting solutions to diverse businesses, including manufacturers, distributors, retailers, professional service firms, and biotech and fintech companies. She provides insight to start-ups, including private equity and venture backed companies, on policies, procedures, and best practices in internal controls and risk management along with efficient scaling through growth. As a CPA with international background, Angie advises international clients on unique complexities related to cross-border operations, including foreign currency translation, intercompany consolidation, accounting for variable interest entities (VIE), and joint ventures. She is versed in various technical accounting issues, such as business combination, accounting for complex equity, and debt instruments.
Angie earned an International Financial Reporting Standards (IFRS) Certificate from American Institute of Certified Public Accountants (AICPA). She has expertise auditing clients that follow IFRS and assisting clients with unique financial reporting requirements in line with international accounting regulations.
A member of AAFCPAs’ Commercial Accounting & Assurance committee, and AAFCPAs’ Lease Taskforce and CECL Taskforce, she is dedicated to keeping clients apprised of accounting standards changes and their impact on business operations and reporting. She assists AAFCPAs’ clients in implementing new accounting standards, including the recent lease accounting standard (Topic 842) and the current expected credit loss standard (Topic 326). She has been a resource to clients throughout the COVID pandemic on accounting and reporting requirements related to government stimulus funding.
Angie was a participant in AAFCPAs’ inaugural Innovation Lab Changemaker Challenge, driven to identify, develop, and execute novel approaches to drive progress. She is an in-house trainer on diverse topics, such as audit efficiency and reporting requirements related to cash flow and consolidations. She is also an active alumnus at Suffolk University and a proud graduate of Fudan University in Shanghai, China. Angie is passionate about coaching young professionals at AAFCPAs on career paths in public accounting, professionalism, and innovation. She has been serving AAFCPAs’ clients with distinction since 2016 and is the recipient of the AAFCPAs Client Service Excellence Award in 2021.
Education
- Suffolk University Sawyer Business School – Master of Science in Accounting
- Fudan University – Bachelor of Laws, International Politics
Professional and Civic Associations
- American Institute of Certified Public Accountants
- Beta Gamma Sigma International Business Honor Society
- Massachusetts Society of Certified Public Accountants
Service
- New England Center for Circus Arts – Treasurer since 2024
- Fudan University Alumni Association – Board of Directors since 2023
- Greater Boston Fudan Alumni Association – President since 2023